Working with Purchase Orders | Online Help - Zoho CRM

Working with Purchase Orders

A Purchase Order is an order placed for procuring products or services from your vendors. It is a legal binding document that protects interests of both the vendor and buyers. In general, a Purchase Order (PO) contains the PO number, date, line items (products) including the quantities and prices based on the Sales Quote, Billing address, Shipping address, and Terms & Conditions. You can use the PO for communicating your product and pricing requirements to vendors so there will not be any pricing questions in future. You can also use the PO to cross-check the products shipped to your shipping address and invoices sent to you. In addition, your vendor can use the PO as a legal document in the event of nonpayment in a court of law. 

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Access to the Purchase Orders Tab that includes View, Create, Edit and Delete permissions.



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                                                                                                      • Related Articles

                                                                                                      • Creating Purchase Orders

                                                                                                        In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or ...
                                                                                                      • Working with Sales Orders

                                                                                                        The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the ...
                                                                                                      • Standard Fields in Purchase Orders

                                                                                                        Following are the list of Zoho defined standard fields available in the Purchase Orders module: Field Name Description Data type Maximum Limit Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup   PO Number ...
                                                                                                      • Creating Sales Orders

                                                                                                        In Zoho CRM, you can store sales order details by entering data in the sales order details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
                                                                                                      • Creating Inventory Templates

                                                                                                        With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
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